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Fidelity Advisor Global Real Estate I (FWRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.43+0.01 (+0.10%)
At close: 08:00PM EDT

Fidelity Advisor Global Real Estate I

Boston, MA 02109

82 Devonshire Street

Fidelity Advisor Series VII

Management information
Steven J. Buller,Lead manager since 10 August 2016
Steven Buller is a vice president and portfolio manager for Fidelity Investments. Mr. Buller manages Fidelity Real Estate Investment Portfolio and Fidelity International Real Estate Fund. Mr. Buller joined Fidelity in 1992 as an analyst in the High Income Group, where he followed a variety of industries and later focused on distressed and bankrupt securities. Born in 1967, Mr. Buller received a Bachelor of Arts degree in Finance and German literature in 1990 and a Master of Science degree in Finance in 1992, both from the University of Wisconsin.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryGlobal Real Estate
Fund familyFidelity Investments
Net assets5.2M
YTD return-6.73%
Yield2.75%
Morningstar rating★★★★
Inception date1 Oct 2018

Fund operations

Last dividend0.27
Last cap gain-5.00
Holdings turnover84.00%
Average for categoryN/A

Fees and expenses

ExpenseFWRIXCategory average
Annual report expense ratio (net)1.20%1.21%
Prospectus net expense ratio1.20%N/A
Prospectus gross expense ratio4.33%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.20%
Max deferred sales loadN/A1.24%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A